Attention: Changes to Relationships
We have updated how you create and manage Entity Relationships.
Please check to ensure you have set your relationships correctly, some updates may be required depending how you originally set this up.
Incorrect setup
If you see a label like the below showing SMSF, Trust, this has not been setup correctly
Correct Setup
From the individual contact, the relationship label should be "Director of, Trustee f, Member of, etc"
From the SMSF, Company or Trust entity, the label should be "Director, Member, Trustee, etc
To update, select the entity box and update the label
Watch this video to learn more